See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,100 | $102,828-8.5% | $105,387-10.7% | $152,861-38.4% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.6%-37.6pp | 82.4%-37.4pp |
| Annual return | 21.03% | 20.85%+0.2pp | 26.82%-5.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $673 | $5,465-87.7% | $5,502-87.8% | $5,850-88.5% |
| Admin fee / account holder | $120 | $8,683-98.6% | $6,559-98.2% | $11,596-99.0% |